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Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

Data Communications Management (DCM-T) underwent a transformational acquisition a year ago, effectively doubling the size of the business. While there may be some one-time costs involved, experts believe it to be a well-run company with strong customer relationships. The company is transitioning from a traditional print model to a digital business model, with potential for future dominance in the market. Despite high debt levels being a concern, the new management team is viewed as fantastic and the long-term outlook suggests potential for significant growth over the next few years.

Consensus
Positive
Valuation
Fair Value
Similar
Print
PARTIAL BUY

It did a transformational acquisition of a large U.S. player a year ago and this doubled the size of the business. Going forward there could be some one time costs. It is a fantastic business which is well run. It is not in a high growth area but will be a dominant player going forward.

0
BUY

He bought it after their last deal, which doubled the size of their business. It will take six quarters before we see the company is like after that deal. meanwhile, margins will probably expand. New management team is fantastic. Long term will easily double or triple over 3-4 years.

0
DON'T BUY

Used to own shares, but has since sold.
Traditional print company - moving towards digital business model.
Very strong customer relationships.
High debt levels a concern. 

0
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

These results were mostly pre-released in February and our comments in the link still apply. 
Debt is going down, growth has accelerated and it is becoming highly profitable. 
It took a while, but the highly committed management team (which we like) is starting to put things together nicely here and the new acquisition should keep momentum going in the medium term.  
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0
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

In addition to the recent acquisition, which investors seem to love, the company came out with preliminary numbers for 2022. 
Sales rose 15%+, EBITDA rose 41%+ and more important debt declined 35%. 
The management team (33% ownership) has done a very good job improving profitability during a rough macro environment. 
This is still a management bet here. 
But they have made us lots of money on past ventures (when we could buy Canadian stocks) and we would still be OK investing with them, for very high risk investors (it is still a small company with lots of debt). 
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0
HOLD
ROIC is quite unpredictable. Struggling to transform itself from print to digital. New CEO seems to be doing a good job. Quite undervalued. He wouldn't put in new money at this time.
0
HOLD
Still owns a sizeable position. They have turned the company around and he's been in touch with them. It's a traditional printing business that's transitioning into a marketing business model. Shares are cheap now, and shares can easily be $2-3 higher. The market is in a wait-and-see mode to see if they can reduce costs and raise profits. Quality managers who own a lot of shares, which is a plus. He continues to hold it. When the stock reaches fair value, he'll sell at least partially, because it isn't stable and predictability, which is a quality he now demands in a stock.
0
PARTIAL BUY
A printing company he has picked before. They've had a big restructuring away from print to marketing. Have made layoffs. They had a difficult time. The stock fell to 9 cents during the pandemic, but has rallied to $1. Government assistance in the pandemic have been a lifelong, offsetting staff costs. DCM benefits from, for examples, signs telling where people should walk in shops and places. The revenue drop of recent years has slowed. This turnaround has legs. Caveat: this is a small company, so keep your holding small.
0
STRONG BUY

This is a small company that he has focused on as a Top Pick in the past. The turnaround for the company is definitely taking traction now. They recently did an acquisition that will take it into better opportunities. He thinks this stock could get to $3-$5.

0
PAST TOP PICK

(A Top Pick March 29/17, Down 27%) He still owns it. It is a turnaround story that is taking longer than he would have liked. They are transitioning their business away from print. Their financial results have really turned. They are extremely undervalued. The market has not picked up on this turnaround. He looks for good things this year.

0
TOP PICK

It has turned the corner. The stock price still does not reflect the opportunities and financials. They have a fair amount of debt to pay down. They are extremely undervalued. As long as they continue to execute this turnaround, it could easily be in the $2.50 to $3 range.

0
PAST TOP PICK

(A Top Pick Oct 20/16, Down 74%) This is a turnaround story. The chart is ugly and he was early. Print ad mail is in decline. They are getting into the large print type world like the ads on the side of busses. He thinks their upside is tremendous.

0
PAST TOP PICK

(A Top Pick Aug 19/16. Down 68%.) Still believes in this and is adding to his holdings at these levels. A turnaround story. Management has guided towards EBITDA of $18-$20 million for 2017. Where can you find a company with a market cap of about $25 million that has $275 million of revenue with an EBITDA of in the $18-$20 million range trading at a valuation of $25 million? Extremely undervalued. Thinks this could get up to the $3-$4 range if they are able to execute. They’ve shown indications of becoming consolidators in the industry. If they are able to pick up some assets for a reasonable price and achieve some economies of scale, they could be even greater than that.

0
TOP PICK

Third time as a top pick. They went through financial difficulties last year. They are in the print media business. They have been busy cutting costs and right sizing the company, closing a few plants. In January they came out with good news and traded up about 60%. The subsequent quarterly results were somewhat disappointing. The market is taking a wait-and-see approach, but he is confident they can reach their stated goals.

0
PAST TOP PICK

(A Top Pick Aug 19/16. Up 22.97%.) He continues to really like this.

0
Showing 1 to 15 of 17 entries

Data Communications Management(DCM-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for Data Communications Management is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Data Communications Management(DCM-T) Frequently Asked Questions

What is Data Communications Management stock symbol?

Data Communications Management is a Canadian stock, trading under the symbol DCM-T on the Toronto Stock Exchange (DCM-CT). It is usually referred to as TSX:DCM or DCM-T

Is Data Communications Management a buy or a sell?

In the last year, 2 stock analysts published opinions about DCM-T. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Data Communications Management.

Is Data Communications Management a good investment or a top pick?

Data Communications Management was recommended as a Top Pick by on . Read the latest stock experts ratings for Data Communications Management.

Why is Data Communications Management stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Data Communications Management worth watching?

2 stock analysts on Stockchase covered Data Communications Management In the last year. It is a trending stock that is worth watching.

What is Data Communications Management stock price?

On 2024-07-12, Data Communications Management (DCM-T) stock closed at a price of $2.74.